See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $24,645 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $9,681 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,603 | $68,346+69.1% | $94,646+22.1% | $75,163+53.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 18.65% | 616.93%-598.3pp | 156.71%-138.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,023 | $2,701-25.1% | $3,672-44.9% | $2,670-24.2% |
| Participant deferral / active EE | $10,437 | $6,537+59.7% | $7,418+40.7% | $4,125+153.0% |
| Admin fee / account holder | $293 | $5,326-94.5% | $7,231-95.9% | $5,651-94.8% |